Bracing For The End
Sales-wise, the automotive industry has stagnated somewhat in 2026. After a turbulent start to the year, some automakers reported marginal growth. Many major brands reported sales growth in the 2nd and 3rd quarters of this year, especially brands with multiple hybrids in the lineup.
2026 is nearing its conclusion, and Q4 is underway; automakers are now preparing for a year-end push and a rise in new vehicle demand before the year closes out.

Gemini/Yash Bajaj
100,000 New Vehicle Inventory
Automotive News reports that when November swung around, new vehicle inventories across the U.S. rose by a staggering 100,000. This brings the total new vehicle inventory in the U.S. to 3.1 million vehicles, up 3.5% from a month earlier. The report says that this is because automakers are stacking up on lower-priced models to equip dealers for a final sales push before 2026 ends.
With the influx of new cars, the current inventory supply days rate is 84 days, based on the industry’s selling pace. That puts it on par with the previous month’s rate, but it is down 6% overall from a year ago. The top-selling vehicle segment is still dominated by hybrid cars for the 7th straight month. Hybrids still have the lowest supply days rate at just 64 days; however, automakers added more non-hybrid powertrain vehicles to inventory than any other powertrain. EVs still show slow sales growth, with the supply days rate rising to 82 days as November began.

Affordable and Bigger
The report also details how active vehicle inventories for cars priced below $35,000 increased significantly during the past month, with new stocks of the Toyota Corolla and the Nissan Sentra coming in. Data from Catalyst IQ shows that around 54% of active inventory in the U.S. is being sold for below $50,000. By size, the data also showed that midsize SUVs and crossovers had the most supply among all segments, with around 650,000 currently on hand. Meanwhile, full-size pickups and SUVs all had between 360,000 and 375,000 vehicles in inventory.
Among the automakers that report to the Automotive News Research & Data Center, the biggest inventory jumps came from Mazda, Ford, and Honda. Each of those brands increased their supply days rate by 10 days in preparation for the sales rush.

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